Craig Conser graduated in 1989 from Liberty University in Lynchburg, Virginia with a degree in business administration and a concentration in management. Before entering the financial services industry with Merrill Lynch in 1998, he spent nine years working in management with Terminix Services and as the owner/operator of Franklin’s Printing and Graphics. In 2004, Craig joined RBC Wealth Management where he worked until 2011, when he co-founded Trinity Capital Management. Craig holds Series 7, 9, 10, 31 and 66 securities registrations as well as a Group 1 Insurance License.
In 2013, Craig earned his Chartered Retirement Planning CounselorSM or CRPC® designation. Individuals who hold the CRPC® designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Craig’s areas of focus within Trinity Capital Management are retirement planning and retirement income strategies.
Craig is involved in numerous civic activities. He was most recently a member of the Board of Directors for the Children’s Advocacy Center of Smith County. In addition, he is a member of the Tyler Chamber of Commerce which has honored him with a Life Membership for his many years of service. He has also held positions of leadership with the Whitehouse High School Dugout Club, Rose Capital West Little League, Whitehouse Baseball/Softball League and the Boys and Girls Club of East Texas.
Craig is married to Sherry, and they have three wonderful children: Jackson, Karsen, and Peyton, along with a new daughter-in-law, Clarissa. Away from the office, he enjoys playing competitive cornhole, golfing, working out, and his favorite pastime is traveling with Sherry. Craig and Sherry are also longtime members of the Green Acres Baptist Church in Tyler.
This information is intended for use only by residents of (AZ, CO, CT, FL, IN, LA, NE, NJ, OH, OK, SC, TX, UT, WA, WY). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.
For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.
Products and services listed may not be available, or may have restrictions, depending on client country of residence.
Investment and Insurance Products Are:
Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.
Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.
©2021 Wells Fargo Advisors Financial Network, LLC. All rights reserved.